RCI-B.TO in “Live Sports Becomes Streaming's Last Moat”
Rogers Communications Inc.
Rogers combines Sportsnet, long-term NHL rights and ownership of the Toronto Blue Jays with nationwide distribution, giving it unusual leverage in Canadian sports streaming.
RCI-B.TO impact map — “Live Sports Becomes Streaming's Last Moat”
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Oct 15, 2025 – Oct 16, 2026 · 254 sessions
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Full story
Live Sports Becomes Streaming's Last Moat
Scarce games, races and fights are becoming the most valuable anchors in an unbundled media market.
BULL side — Rogers combines Sportsnet, long-term NHL rights and ownership of the Toronto Blue Jays with nationwide distribution, giving it unusual leverage in Canadian sports streaming.
Read the full Live Sports Becomes Streaming's Last Moat storyBull side
2 stories- Viewing
RCI-B.TO in “Live Sports Becomes Streaming's Last Moat”
AcceleratingExposure: not rated yetScarce games, races and fights are becoming the most valuable anchors in an unbundled media market.
Rogers combines Sportsnet, long-term NHL rights and ownership of the Toronto Blue Jays with nationwide distribution, giving it unusual leverage in Canadian sports streaming.
- Satellites Turn Every Phone Into a Terminal
RCI-B.TO in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Satellite coverage is particularly valuable across Canada's vast, sparsely populated territory.
Bear side
1 story- Streaming Learns to Make Money
RCI-B.TO in “Streaming Learns to Make Money”
FadingExposure: not rated yetPassword enforcement, ad tiers and tighter content budgets are converting streaming scale into cash flow while linear television keeps shrinking.
Rogers' cable-video and traditional media operations face subscriber erosion and rising sports costs as Canadian viewing shifts toward streaming.